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Portfolio (Quarterly) Guide ↗

Haverford Trust Co

· CIK 0000842941
13F Portfolio $10.9B AUM 419 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 127 Added 154 Reduced 19 Exited
Page 5 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNILEVER PLC 40,838.0 $2.3M 0.02% -2K -3.7% $56.97
82 CVS CVS HEALTH CORP Healthcare 27,515.0 $2.0M 0.02% -21K -42.9% $71.82 +41.0%
83 BND VANGUARD BD INDEX FDS 25,392.0 $1.9M 0.02% -19K -42.4% $73.64 -0.7%
84 IWO ISHARES TR 5,909.0 $1.9M 0.02% -62.0 -1.0% $313.81 +25.5%
85 SDY SPDR SERIES TRUST 12,477.0 $1.8M 0.02% -217.0 -1.7% $145.94 +2.3%
86 ZTS ZOETIS INC Healthcare 15,227.0 $1.8M 0.02% -4K -19.0% $118.21 -33.4%
87 VLUE ISHARES TR 12,546.0 $1.8M 0.02% -555.0 -4.2% $142.19 +43.6%
88 ESGE ISHARES INC 37,324.0 $1.7M 0.02% -3K -7.2% $45.47 +24.9%
89 SHY ISHARES TR 19,951.0 $1.6M 0.01% -4K -15.8% $82.57 -0.8%
90 NKE NIKE INC Consumer Cyclical 28,985.0 $1.5M 0.01% -773.0 -2.6% $52.82 -18.2%
91 TRV TRAVELERS COMPANIES INC Financial Services 5,175.0 $1.5M 0.01% -35.0 -0.7% $291.68 +6.5%
92 HSY HERSHEY CO Consumer Defensive 6,635.0 $1.4M 0.01% -161.0 -2.4% $207.89 -17.8%
93 VTV VANGUARD INDEX FDS 6,963.0 $1.4M 0.01% -2K -24.3% $196.20 +11.5%
94 TGT TARGET CORP Consumer Defensive 11,070.0 $1.3M 0.01% -2K -16.5% $121.20 +7.0%
95 KMB KIMBERLY-CLARK CORP Consumer Defensive 13,791.0 $1.3M 0.01% -7K -32.5% $96.47 +4.2%
96 TFLO ISHARES TR 25,069.0 $1.3M 0.01% -1K -4.9% $50.63 -0.1%
97 SLYG SPDR SERIES TRUST 13,025.0 $1.3M 0.01% -1K -9.2% $96.62 +18.3%
98 SCHV SCHWAB STRATEGIC TR 40,873.0 $1.2M 0.01% -210.0 -0.5% $30.50 +14.4%
99 MBB ISHARES TR 11,928.0 $1.1M 0.01% -6K -31.9% $94.95 -0.7%
100 SUSA ISHARES TR 8,180.0 $1.1M 0.01% -200.0 -2.4% $132.10 +15.9%
Page 5 of 8  ·  154 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.8%
Financial Services 18.7%
Industrials 13.1%
Healthcare 12.0%
Consumer Defensive 8.9%
Consumer Cyclical 7.8%
Communication Services 6.5%
Energy 3.0%
Utilities 2.6%
Basic Materials 2.1%